Aprox Revenue Revenue is under one million dollars, indicating a small firm with potential for scalable financial services and digital marketing optimization to grow their AUM and client base.

Brand Transformation Recently rebranded to Diversified LLC from RZ Wealth as of 12/31/2020, presenting an opportunity to position services around transition support, messaging consistency, and change management for clients navigating wealth advisory ecosystems.

Awarded Prestige Recognized as a Forbes Top RIA Firm and included in Top RIAs in America, signaling credibility and a competitive landscape that you can leverage in outreach to differentiate offering and demonstrate proven success.

Tech Stack Active use of marketing and analytics tools including Google Ads, Microsoft Advertising, HubSpot, WordPress, and analytics platforms, suggesting opportunities for optimization services, martech integration, and data-driven client acquisition strategies.

Growth Catalysts Recent leadership addition and community partnerships (practice leader appointment and KACS collaboration) indicate a growth trajectory and openness to partnerships, making them receptive to consulting, partnerships, and scalable service introductions.